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FourThought Financial Partners’s Lakeland Financial Corp LKFN Stock Holding History

FourThought Financial Partners’s Portfolio LKFN Stock Details LKFN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-20,950
Closed -$1.31M – 339
2023
Q1 		$1.31M Sell
20,950
-14,430
-41% -$1.01M 0.18% 105
2022
Q4 		$2.58M Buy
+35,380
New +$2.71M 0.37% 71

Other funds holding LKFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
CCM
Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FourThought Financial Partners's LKFN Position: Q2 2023 in Review

FourThought Financial Partners sold out of Lakeland Financial Corp (LKFN) in Q2 2023, closing a stake of 20,950 shares — an estimated $1.31M sold.

FourThought Financial Partners first reported a position in LKFN in Q4 2022 and held it in 2 quarters. The position peaked at $2.58M in Q4 2022. 197 funds tracked by Wall St. Rank hold LKFN as of Q2 2023.

  • FourThought Financial Partners reported no remaining Lakeland Financial Corp position as of Q2 2023 after selling out during the quarter.
  • FourThought Financial Partners sold 20,950 Lakeland Financial Corp shares in Q2 2023, an estimated $1.31M.
  • FourThought Financial Partners first reported a position in Lakeland Financial Corp in Q4 2022 and held it in 2 quarters.
  • FourThought Financial Partners's Lakeland Financial Corp position peaked at $2.58M in Q4 2022.
  • 197 funds tracked by Wall St. Rank held Lakeland Financial Corp as of Q2 2023.

Based on FourThought Financial Partners's 13F filing for Q2 2023, filed 11 Aug 2023.